Don't be fooled by plan data!

NOTE: Seattle Luncheon Meeting Only This Month.

As an industry we have relied on using averages to report plan health to our clients. These averages can provide clients and benefit committees with a false sense of satisfaction when it comes to their participants' readiness for retirement. See why it is important to go deeper to understand what is really happening with participants and why a prescriptive approach is required.

Presenter Bruce Focht is Head of Research and Analytics for Empower Retirement. Bruce joined the firm in 1997. He is responsible for strategic development and alignment related to data, information and analytics. He is also the product owner in charge of development and strategy for the Plan Sponsor Portal reporting and data visualization. Prior to product development, Bruce worked directly with clients as a Defined Contribution Specialist. Bruce has a bachelor's degree in finance from Texas Christian University, a master's of business administration from Baker University and 22 years of industry experience.

November 18 Chapter Meeting

Online registration closes November 16.
Register by phone until noon on November 17 at 206-623-8632.
No refunds after November 14.
Members must log in to get the member rate.
Meeting flyer

Bellevue Breakfast

There will be no breakfast for this event

Seattle Luncheon - Sheraton Seattle Hotel

1400 Sixth Avenue, Seattle, WA 98101

11:15 AM-11:30 AM  Registration
11:30 AM-11:45 AM  Lunch is served
11:45 AM-12:00 PM  Announcements
12:00 PM-  1:00 PM  Program

$45 Members online; $60 at the door
$60 Non-members online; $75 at the door